Marquardt Law Firm

What Marquardt Law Firm does

Marquardt Law Firm, P.C. is a privately held Professional Corporation law firm founded in 2009 by Todd Marquardt and headquartered in San Antonio, Texas, with a secondary office in New Mexico. The firm specializes in estate planning, probate and trust administration, elder law and Medicaid planning, guardianships, veterans Aid and Attendance benefits, business law, and ancillary real estate services, serving primarily individuals, families, seniors, veterans, and small business owners across Texas and New Mexico. It operates through a structured five-stage engagement process (pre-consultation, initial consultation, design meeting, delivery meeting, funding) followed by a long-term client care program with annual reviews, and supports a fee-for-service revenue model with quotes issued after preliminary plan design.

The firm is led by Todd Marquardt and a seven-attorney bench that includes a partner (Daniel J. Palmer, former Bexar County prosecutor), an associate (Alex W. Vollmer, former criminal trial prosecutor), a senior attorney with CPA credentials and an LL.M. in Taxation (Paul Weiss), a retired U.S. Army JAG Colonel with 29 years of service (Karen A. Pike), a recently joined Of Counsel transitioning a three-decade solo practice (Kevin Shay, May 2026), and additional attorneys and paralegals supporting probate, estate planning, and elder law matters. The firm is BBB accredited, holds the Martindale-Hubbell AV Preeminent Peer Review Rating (held by only 10% of attorneys), and maintains memberships in WealthCounsel and NAELA (Texas chapter board service by the founder).

Its go-to-market is education- and community-led rather than advertising-driven: free community workshops, a content library (blog, video library, "Talk Law Radio"), social media presence, and a referral network built through Rotary Club, the San Antonio Coalition for Veterans, church affiliations, and the adult-children-of-elderly-parents segment. Underlying technology consists of standard practice and document management systems supplemented by custom client-facing tools (Estate Planning Design Questionnaire, Estate Planning Deficiencies Check-Up, "5 Elements of a Foolproof Estate Plan" framework). Revenue is not publicly disclosed and the firm has no external investors or funding rounds.

Name

Marquardt Law Firm

Legal name

Marquardt Law Firm, P.C.

Website

https://marquardtlawfirm.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Marquardt Law Firm, P.C. is a San Antonio-based Professional Corporation founded in 2009 that provides estate planning, probate, elder law and Medicaid planning, guardianships, veterans benefits, and business law services to individuals, families, seniors, veterans, and small business owners across Texas and New Mexico.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industry

Litigation & Dispute Resolution (BPAHAAAB)

Keywords

• Estate planning
• Elder law
• Probate law
• Business law
• Veterans benefits

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Estate Planning Legal Services: Legal fees for comprehensive estate plans including wills, trusts, powers of attorney, and advance directives. Fee range quoted after initial consultation based on plan complexity.
2. Probate and Trust Administration: Legal representation for executors, trustees, and personal representatives during estate administration and probate proceedings.
3. Guardianship Legal Services: Legal representation for guardianship proceedings including initiation, contested cases, and ongoing compliance.
4. Elder Law and Medicaid Planning: Medicaid asset protection planning, crisis applications, long-term care planning, and spousal protections.
5. Veterans Aid and Attendance Applications: Assistance with VA pension supplement applications including eligibility review, application preparation, and appeals.
6. Business Law Services: Business formation, operating agreements, bylaws, succession planning, and business purchase or sale transactions.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Marquardt Law Firm is a multi-office law firm that provides legal services in estate planning, elder law, probate, business law, guardianships, and veterans benefits. The firm serves clients across Texas and New Mexico through in-person offices and remote consultations, with attorneys and paralegals delivering tailored legal counsel to individuals, families, seniors, veterans, and small business owners.

Product overview

Marquardt Law Firm is a full-service estate planning and elder law firm offering a comprehensive suite of legal services organized around protecting families, businesses, and legacies. The firm's core offerings include Estate Planning (wills, trusts, powers of attorney), Business Law (formation, succession planning), Probate & Trust Administration, Guardianships, Elder Law & Medicaid Planning, and Veterans Aid and Attendance benefits. The firm also provides ancillary services including real estate legal assistance and Corporate Transparency Act reporting. The primary service delivery model is through personalized attorney-client consultations across offices in Texas and New Mexico, with a structured five-stage estate planning process designed to create customized plans for each client.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning
• Elder Law
• Probate Law
• Business Law
• Guardianships
• Veterans Benefits

Quantifiable outcome

• Avoid probate delays and costs that can take 18+ months and exceed $25,000
• +1 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• WealthCounselcoreStrategic or Co-development Partner · 1 January 2009Professional membership organization for estate planning attorneys. Provides cutting-edge knowledge and latest estate planning strategies through national seminars and professional training. Marquardt Law Firm maintains active membership to stay current on estate planning developments.
• National Academy of Elder Law Attorneys (NAELA)coreStrategic or Co-development PartnerProfessional association for attorneys specializing in elder law. Todd Marquardt served on the Texas Chapter board of directors. Organization provides continuing education on elder law topics and issues.
• Martindale-HubbellminorStrategic or Co-development PartnerPeer review rating service for attorneys. The AV Preeminent rating is a prestigious recognition of ethical standards and professional ability, with only 10% of attorneys achieving this distinction.
• State Bar of TexascoreStrategic or Co-development PartnerMandatory professional membership for attorneys practicing in Texas. Ensures attorneys meet licensing and ethical standards.
• State Bar of New MexicocoreStrategic or Co-development PartnerMandatory professional membership for attorneys practicing in New Mexico. Ensures attorneys meet licensing and ethical standards.
• San Antonio Bar AssociationminorStrategic or Co-development PartnerLocal bar association providing networking, continuing education, and community engagement opportunities for San Antonio-area attorneys.
• U.S. Department of Veterans AffairscoreStrategic or Co-development PartnerFederal agency. Todd Marquardt is an accredited attorney with the Office of Veterans Affairs, authorized to represent veterans in VA claims for Aid and Attendance benefits.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Rocket Lawyer: Online legal services platform with subscription-based access to estate planning documents and attorney consultations. Competes for the same small-business and consumer estate planning clients.
• LegalZoom: Largest online legal services platform offering wills, trusts, business formation, and related services at lower price points. Operates broadly in legal services with overlapping offerings, representing a broad incumbent competitor.

Emerging players

• Trust & Will: Online estate planning platform offering wills and trusts directly to consumers. Competes for the same end clients on the lower-complexity end of estate planning, pressuring traditional firms on price and convenience.

Regional players

• McCathern Law Firm: Texas-based mid-sized firm with estate planning, business law, and elder law practices. Comparable multi-attorney Texas firm operating at slightly larger scale in overlapping practice areas.

Others

• National Academy of Elder Law Attorneys (NAELA): Professional association for elder law attorneys; Marquardt's lead attorney served on its Texas chapter board. Represents the peer community of elder law practitioners nationwide.
• WealthCounsel: Membership network for estate planning attorneys; Marquardt is a member. Not a competitor but an ecosystem/peer association that defines the cutting-edge estate planning peer set.

Direct peers

• Texas Elder Law Attorneys: Texas-focused elder law and Medicaid planning firm serving families facing long-term care decisions. Comparable niche expertise and client segments (seniors, adult children of elderly parents).
• Heritage Estate Law: San Antonio area estate planning and elder law firm of similar scale offering wills, trusts, probate, and Medicaid planning to individuals and families. Directly comparable niche practice, geography, and target client base.
• Law Office of Karen A. Pike: Solo veterans law practice run by Colonel Pike alongside her role at Marquardt. Directly comparable in veterans benefits focus and elder law, and serves as both a peer and an internal referral source.
• The Law Office of Daniel J. Palmer (predecessor): Daniel Palmer's prior solo practice merged into Marquardt; comparable San Antonio-based firm handling estate planning and probate. Direct comp in geography and practice mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MarquardtFirm
• YouTubeyoutube.com/@MarquardtLawFirmPCGeorgetown/videos
• Facebookfacebook.com/marquardtlawfirm
• Instagraminstagram.com/marquardtlawfirm
• LinkedInlinkedin.com/company/marquardt-law-firm

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marquardt Law Firm